Schulz Wealth, LTD. quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2025-12-31 to 2026-06-30, Schulz Wealth, LTD. opened 12 positions, added to 13, reduced 14, sold out of 8 and left 16 unchanged. The largest increase in value was DFAC (+$42,279,519); the largest decrease was DFAC (-$35,594,264).
- AVDV: Country of operation —; Class INTL SMCP VLU; Shares 2025-12-31 84,499; Shares 2026-06-30 103,193.
- VXUS: Country of operation —; Class VG TL INTL STK F; Shares 2025-12-31 171,252; Shares 2026-06-30 178,505.
- GJAN: Country of operation —; Class FT VEST US EQT; Shares 2025-12-31 129,031; Shares 2026-06-30 145,960.
- GAPR: Country of operation —; Class FT VEST US EQT; Shares 2025-12-31 110,319; Shares 2026-06-30 125,868.
Two Form 13F-HR filings compared (SEC CIK 2011780): 2025-12-31 (filed 2026-02-05) and 2026-06-30 (filed 2026-08-26). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Palouse Capital Management, Inc. | United States | $0.156B | 162 |
| Grantvest Financial Group LLC | United States | $0.156B | 183 |
| SFI Advisors, LLC | United States | $0.156B | 66 |
| MidAtlantic Capital Management, Inc. | United States | $0.156B | 240 |
| CULTIVAR CAPITAL, INC. | United States | $0.156B | 43 |
| Five Pine Wealth Management | United States | $0.156B | 42 |
| Invariant Investment Management | United States | $0.156B | 71 |
| LifeSteps Financial, Inc. | United States | $0.156B | 90 |
| Avory & Company, LLC | United States | $0.156B | 42 |
| Stonegate Management LLC | United States | $0.156B | 58 |